As an Investment Advisor Assistant, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business
Job Summary
As an Investment Advisor Assistant, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.
CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and MomentMakers.
Matching Summary
As an Investment Advisor Assistant, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business.
Skills & Requirements
Must-have
Client relationship management
Investment advice
Exceptional client service
High-net-worth clients
Financial Services industry experience
Nice-to-have
Relationship-oriented
Engage with heart and mind
Attention to detail
Critical thinking skills
Attend local events
Key Requirements
Certified Investment Representative (IR) with CIRO-ID
Registered Representative (RR) licensing is an asset